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FINRA Licensed Customer Experience Lead

Location: Remote
Compensation: To Be Discussed
Reviewed: Tue, Sep 15, 2026
This job expires in: 30 days

Job Summary

Leading a team of customer support representatives, the full-time FINRA Licensed Customer Experience Lead will provide high-quality service, coach team members, and manage escalations while working overnight shifts in a hybrid environment based in Denver, CO.

Key responsibilities
  • Develop and coach a team of customer experience representatives to deliver exceptional support
  • Handle escalated customer concerns and resolve complex issues with urgency
  • Oversee daily operations, including queue management and service-level adherence
Required qualifications
  • Active FINRA Series 7 and Series 63; Series 9/10 or 24 preferred (or ability to obtain 9/10 within 120 days)
  • Strong coaching and leadership skills with a focus on developing frontline talent
  • Proven ability to thrive in a fast-paced, high-volume environment
  • Flexibility in scheduling to meet business needs
  • Experience in performance metrics monitoring and continuous improvement initiatives

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